• News
    • Stocks
    • Banks and Finance
    • Companies
    • Crypto
    • Forex
  • Videos
  • Articles
    • Forex CRM
    • Crypto Payments
    • Trading
    • Crypto Exchange Business
    • Forex Business
    • Fintech
    • Liquidity
    • FinTech Awards
  • Liquidity Providers List
  • Crypto Payment Providers

Dark Theme

Top 10 Most Influential Women In Wealth Management

Dec 15, 2021

Top 10 Most Influential Women In Wealth Management

Women are becoming more and more visible and influential in the financial world, particularly in the realm of capital management. The newest list of the 100 Most Influential Women in US Finance features ten leading wealth managers, such as Morgan Stanley's Carla Harris and Ellevest's Sallie Krawcheck.

The master list includes senior executives from some of the leading banks and brokerages of the US, asset managers, financial analysts, government officials, and lawmakers. The list was narrowed to highlight ten women with leadership roles in a wealth management sector, either for their work advising investors (directly or through a digital platform they created) or for holding senior roles at wealth management businesses.

This is not a quantitative list, but rather a qualitative look at ten women who have made a major influence on the field of wealth management in the last year:

Sallie Krawcheck, CEO and co-founder of the digital investment platform Ellevest.

The last year was undoubtedly the most difficult in her career. Krawcheck says, and I say that having gone through times of the economic crisis at big financial organizations. However, she notes that experiencing instability at a business that isn't yet successful has its unique challenges.

Stephanie Cohen, Goldman Sachs' co-head of consumer and wealth management.

Last year, Goldman's consumer business brought in $1.2 billion in revenue, and its entire division generated $6 billion, or 13% of the company's income. 'This is just the beginning,' Cohen comments.

Carla Harris, Morgan Stanley's vice-chair of global wealth management and senior client adviser.

Harris, who logged fewer work travel miles than she did before the lockdowns, has used her free time to write another book, record an album of Christmas music, and expand Morgan Stanley's accelerator for small businesses, the Multicultural Innovation Lab.

Penny Pennington, managing partner, Edward Jones.

Prior to joining Edward Jones as an advisor in Michigan in 2000, Pennington was a corporate banker for 14 years. Over time, she moved to the company's main office in St. Louis, became a principal, and rose through the ranks, finally heading over the client strategies group in 2015.

Liz Ann Sonders, Charles Schwab's top investment strategist.

When speaking to investors, Sonders states she "always tries to build on a historical basis." This is especially critical for rookie traders or investors, she explains.

Karen McDonald, financial advisor and managing director at Morgan Stanley Wealth Management.

Despite the particular hurdles posed by the pandemic, her group's holdings and profits increased by around 35% in 2020. McDonald is placed fifth on this year's list of the Top 100 advisors for 2021. "We've developed such a great team culture that it's certainly helped us to succeed," she comments. Ida Liu, Citigroup's global head of private banking.

Liu has been in this post since May 2019, overseeing private banking operations in the United States and Canada. This company assists customers with ultra-high income on assets worth approximately $550 billion. Since Liu came over, it has consistently generated a double-digit profit increase and an unprecedented number of customers each year.

Mary Callahan Erdoes, CEO, J.P. Morgan Asset and Wealth Management.

Erdoes organized her 25,000 staff members to move quickly to remote work when the signal was given last spring to do so. "It's a true monument to those who aren't often honored," adds Erdoes, who decided to join JPMorgan Chase in 1996 and has been in her present position for 11 years. She discusses ten issues that will characterize the development of wealth management in May Barron's essay.

Gunjan Kedia, vice chairman of US Bancorp's wealth management and investment services business.

"I moved to the United States after graduating in engineering in India. At the time, I had no idea that I would end up running a wealth management firm because we had no money to speak of. But I guess I followed the classic story of immigrants in America," Kedia says.

Christine Benz, personal finance columnist, Morningstar.

Benz, who began her career in finance in 1993 as an editor and rose to her present position in 2008, has made teaching ordinary investors a primary focus of her 28-year professional life.

Subscribe Our Newsletter

Alibaba-Backed Huitongda May Delay $1 Billion Hong Kong IPO
Alibaba-Backed Huitongda May Delay $1 Billion Hong Kong IPO

According to insiders familiar with the situation, Huitongda Network Co., an e-commerce platform that targets rural China, is considering delaying its scheduled Hong Kong initial public offering until next year.

Companies
China Asks Didi to Delist From U.S. On Security Fears
China Asks Didi to Delist From U.S. On Security Fears

According to sources familiar with the case, Chinese officials have ordered Didi Global Inc.'s senior executives to design a strategy to delist from U.S. exchanges, an extraordinary request that is certain to reignite anxieties about Beijing's ambitions for its colossal tech industry.

Banks and Finance
Tamta

What Is A Candlestick Chart?
Trading has always been a smart way to earn passive income. Commodities, cryptocurrencies, foreign exchange, stocks, etc., are just some of the many assets traded in today's market.

discover
Top 5 Best Crypto Payment Gateways For 2022

Oliver

Top 5 Best Crypto Payment Gateways For 2022

The popularity of cryptocurrency is on the rise as more and more individuals begin to invest in virtual currencies. This market is highly popular due to its youth and incredible potential for early adopters. Additionally, as more people show interest in cryptocurrency investments, the need for exchanges and various crypto services like crypto payment gateways is only growing.

Crypto Payments

Contact Us

Contact the Liquidity Provider
for any questions and advertising inquiries b2broker

    Please fill out this contact form to get in touch with us

    / 3000

    By clicking “Get in touch” button, you agree to the privacy policy

    Milena

    What is Data Analytics? Techniques, Tools, Methodology, and More

    https://liquidity-provider.com/app/uploads/2023/05/26.05-800x540.jpg

    Tamta

    What is Data Analytics? Techniques, Tools, Methodology, and More

    https://liquidity-provider.com/app/uploads/2023/05/cover-6-800x540.jpg

    Tamta

    Bitcoin Halving is Coming: What Does it Mean for the Crypto Market?

    https://liquidity-provider.com/app/uploads/2023/05/cover-4-800x540.jpg

    Tamta

    Crypto Token Supply From A to Z

    https://liquidity-provider.com/app/uploads/2023/05/cover-3-800x540.jpg

    Tamta

    What Is ChatGPT, And How Can You Use It?

    https://liquidity-provider.com/app/uploads/2023/05/cover-2-800x540.jpg

    Anton

    Trading on Autopilot: The Rise of Crypto Trading Bots

    https://liquidity-provider.com/app/uploads/2023/05/cover-1-800x540.jpg

    Tamta

    Crypto Investing vs. Crypto Trading: What’s The Difference?

    https://liquidity-provider.com/app/uploads/2023/04/cover-5-800x540.jpg

    Tamta

    Understanding Indexed Universal Life Insurance (IUL)

    https://liquidity-provider.com/app/uploads/2023/04/cover-4-800x540.jpg

    Tamta

    Best Investment Strategies For Beginners

    https://liquidity-provider.com/app/uploads/2023/04/image1-800x540.jpg

    Tamta

    Understanding Perpetual Futures: How Do They Work?

    https://liquidity-provider.com/app/uploads/2023/04/cover-3-800x540.jpg

    Tamta

    What Is A Bitcoin Stock-To-Flow Model? Beginner’s Guide

    https://liquidity-provider.com/app/uploads/2023/04/cover-2-800x540.jpg

    Tamta

    Best Decentralized Crypto Exchanges In 2023

    https://liquidity-provider.com/app/uploads/2023/04/cover-1-800x540.jpg

    Tatma

    Best High-Yield Savings Accounts For March 2023

    https://liquidity-provider.com/app/uploads/2023/04/cover-800x540.jpg

    Tamta

    Crypto Trading For Beginners

    https://liquidity-provider.com/app/uploads/2023/03/cover-8-800x540.jpg

    Tamta

    How To Make Money With Cryptocurrency

    https://liquidity-provider.com/app/uploads/2023/03/cover-7-800x540.jpg

    Tamta

    What Is A Candlestick Chart?

    https://liquidity-provider.com/app/uploads/2023/03/cover-6-800x540.jpg

    Constantine

    White Label Forex Software — Ultimate Guide on How to Choose The Best Industry Solution

    https://liquidity-provider.com/app/uploads/2023/03/cover-3-300x203.jpg

    Tamta

    Forex Trading: A Beginner’s Guide

    https://liquidity-provider.com/app/uploads/2023/03/cover-2-300x203.jpg

    Tamta

    How to Create a Cryptocurrency

    https://liquidity-provider.com/app/uploads/2023/03/cover-1-1-300x203.jpg

    Tamta

    Top Ten Richest People In The World, 2023

    https://liquidity-provider.com/app/uploads/2023/03/cover-4-1-300x203.jpg

    Constantine

    What’s at Stake? Here’s How to Avoid Scam Tokens

    https://liquidity-provider.com/app/uploads/2023/03/cover-5-300x203.jpg

    Constantine

    Investing in Currencies That Are More Valuable Than the American Dollar

    https://liquidity-provider.com/app/uploads/2023/02/cover-2-300x203.jpg

    Alexander

    5 Best Forex CRM Solutions for 2023

    https://liquidity-provider.com/app/uploads/2023/02/cover-300x203.jpg

    Alexander

    Full Bitcoin Price History: From 2009 to 2022

    https://liquidity-provider.com/app/uploads/2023/01/cover-11-800x540.png
    • News
      • Stocks
      • Banks and Finance
      • Companies
      • Crypto
      • Forex
    • Articles
      • Forex CRM
      • Crypto Payments
      • Trading
      • Crypto Exchange Business
      • Forex Business
      • Fintech
      • Liquidity
      • FinTech Awards
    • More
      • Videos
      • Liquidity Providers List
      • Crypto Payment Providers
    [email protected]

    © 2023 Liquidity Provider. All Rights Reserved

    Privacy Policy Cookie Policy